United Way of North Central Iowa (EIN 420680431) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

Jen Arends

Phone

6414231774

Tax Period

2024-07-01 to 2025-06-30

United Way of North Central Iowa, founded in 1923, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $747K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $662K left a modest 11% surplus.

Mission

Connect and strengthen community resources to inspire change in the lives of all north Iowans.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $711,388

Program Service Revenue $0

Investment Income $24,362

Other Revenue $10,948

TOTAL REVENUE $746,698

Expense Breakdown

Grants Paid $256,000

Salaries & Benefits $223,692

Fundraising Expenses $135,492

Program Expenses $403,868

Other Expenses $182,529

TOTAL EXPENSES $662,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$746,698	$823,948	-0.1%
Expenses	$662,221	$762,900	-0.1%
Net Income	$84,477	$61,048	+0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

165

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$86,195

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jen Arends	Secretary & CEO	40.00	Officer	$80,549	$5,646	$86,195
Ryan Van Ostrand	Treasurer	0.00	Officer Director	$0	$0	$0
Patricia Fleming	Member	0.00	Director	$0	$0	$0
David Patrick	President	0.00	Officer Director	$0	$0	$0
Kimber Kleven	Vice President	0.00	Officer Director	$0	$0	$0
Tara Kramer	Member	0.00	Director	$0	$0	$0
Don O'Connor	Member	0.00	Director	$0	$0	$0
Tara Truex	Member	0.00	Director	$0	$0	$0
Jonathon Marinero	Member	0.00	Director	$0	$0	$0
Courtney Weiskamp	Member	0.00	Director	$0	$0	$0
Paige VanDusseldorp	Member	0.00	Director	$0	$0	$0
Marcus Younge	Past President	0.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$746,698	$662,221	$1,327,359	$84,477
2024	$823,948	$762,900	$1,206,483	$61,048
2023	$872,521	$688,114	$1,092,625	$184,407
2022	$671,662	$657,682	$912,037	$13,980
2021	$635,052	$678,191	$907,653	$-43,139
2020	$859,755	$724,766	$1,035,267	$134,989
2019	$680,634	$712,257	$878,998	$-31,623

United Way of North Central Iowa